+98.2%
HAFN vs VOO
+51.2%
+47.0%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.3% | -3.1% |
| 7D | -9.8% | +0.1% | -9.9% | -9.9% |
| 30D | -14.3% | -3.3% | -11.0% | -12.8% |
| 3M | +29.4% | -2.4% | +31.8% | +30.9% |
| 6M | +12.6% | +2.6% | +10.0% | +10.6% |
| YTD | +98.3% | +11.3% | +87.0% | +85.0% |
| 1Y | +75.4% | +13.4% | +61.9% | +61.4% |
| All | +98.2% | +51.2% | +47.0% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling